What are the responsibilities and job description for the Retirement Plan Specialist position at Careers?
Who We Are
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary: NFP Executive Benefits designs benefit plans that address the retirement savings gap confronting most of today's higher-earning executives. We offer extraordinary benefit administration that supports the simplest to the most complex plan designs. At NFP, we work with our clients directly to provide industry leading service and technology solutions for their non-qualified deferred compensation plans.
We are looking for the right individual to join our growing firm. The ideal candidate will be responsible for ensuring overall client satisfaction by providing not only exceptional day-to-day customer service but also value-added plan record keeping & administration. This position is also responsible for serving as a technical resource to clients as well.
Essential Duties and Responsibilities:
- Accurately prepare daily transactions for trade file processing to meet daily cutoff times
- Responsible for proactive communication with clients and peers regarding all aspects of service delivery and client transactions
- Respond to client inquires in a prompt and professional manner
- Provide comprehensive administrative support to include participant statements, contributions, distributions, reconciliations and other matters requiring additional research and analysis
- Ensure all plan activity is in compliance with plan documents and applicable regulations
- Perform other duties as required
Knowledge, Skills, and/or Abilities:
- Detail oriented with demonstrated problem solving skills
- Strong oral and written communication skills
- Superior communication and interpersonal skills
- Ability to work in a team environment, and possess a strong desire to learn and grow within the organization
- Proficiency in Excel, Word and Outlook
Education and/or Experience:
- Bachelor's degree in accounting, business or mathematics, or equivalent background and experience
- Prior experience with retirement and/or 401(k) plans is preferred, but not required
Certificates, Licenses, Registration: None required
Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
